Chapter 496: Prepare for a rainy day, secret war on chips, Tai Electromechanical is about to become a ruthless person?!
Monday, July 6th.
At the regular meeting of Sprout Holdings on Monday, Senior Vice President Gu Mingzhang first reported on the latest sales of Mango Cars.
"As of yesterday, the total number of reservations for Mango M2 and Mango S1 has exceeded 180,000 units. Among them, the pre-sale data of Mango S1 continues to be ahead of Mango M2, with more than 110,000 units, and is expected to become the best-selling new energy vehicle in the world.
car model."
You know, this is only half a month of pre-sales data for Mango Cars.
Absolutely outrageous!
"Okay, Mango Car is finally ready."
Zhang Shuo was also very pleased after hearing this.
Mango Motors was established in April 2012. It has been more than three years since then. During this period, the cumulative capital invested by Germination Holdings in Mango Group has already exceeded 60 billion.
The research and development expenditure alone is no less than 40 billion.
It can be said that a lot of money was spent.
Fortunately, hard work pays off. After more than three years, Mango Motors was finally reborn.
"I would like to make three suggestions for the subsequent development of Mango Motors." This was originally discussed by Zhang Shuo in person with Tang Xiang when he was still in Shanghai, but because he was in a hurry, the negotiation failed.
Of course, the same goes for talking to Gu Mingzhang.
"Chairman, please say."
Gu Mingzhang also directly took out his notebook.
"First, Mango Group should consider setting up a dedicated battery research and development department."
"Battery?"
Gu Mingzhang was slightly surprised. After all, Germinal Holdings is the largest shareholder of Linde New Energy, and Mango Group has also signed a strategic cooperation agreement with Linde New Energy.
The research and development of Mango car batteries should be fully entrusted to Linde New Energy.
Could it be that--
Is it because Linde New Energy raised money separately from the sprout this time, which caused the dissatisfaction of the big boss?
Seeing this, Zhang Shuo explained: "Mango Group established its own battery R&D department, not to terminate the cooperation with Linde New Energy, but to gain dominance in the field of battery R&D."
"Only by establishing an independent battery R&D department can Mango Group form close collaboration with other R&D departments and accurately grasp the latest needs and technical indicators of Mango Automobile in the battery field."
Those who best understand the needs of automobiles for batteries must be vehicle manufacturing companies.
rather than a pure vehicle battery manufacturer.
This can be seen from the counterattack and take-off of BYD in the original time and space.
On the contrary, although Linde New Energy is a giant in the field of vehicle batteries, there is actually some controversy in the industry regarding the choice of subsequent technology paths.
"On the basis of grasping precise needs, Mango Group needs to proactively issue technical indicators to Linde New Energy, guide, and even lead Linde New Energy's battery research and development path."
"Rather than saying that whatever batteries Linde New Energy develops, Mango cars can only use whatever batteries they develop."
"It's too bad -"
"It also needs to reach the point where Linde New Energy can customize batteries for Mango alone."
On-board batteries are as important to new energy vehicles as chips are to smartphones. They are key and core components. If Mango Auto wants to dominate the world in the future, it must not have shortcomings in this field.
Even if you say——
In a sense, Sprout Holdings can actually influence Linde New Energy.
But it's not safe after all.
Zhang Shuo also does not want to use the power of the largest shareholder to forcefully influence the business decisions of Linde New Energy, which will only further intensify the confrontation between Mei Ya and Zeng Qun.
A more clever approach would be to domesticate Linde New Energy as a battery supplier under the Mango Group and form a certain sense of bundling.
Just like Pingguo's control over its suppliers.
"Only if Mango Group itself has sufficient research on vehicle batteries and can continuously propose accurate technical indicators can it truly be invincible."
"In the future, even if something happens to Linde New Energy, we can easily change battery suppliers."
This is called stability!
"That's the truth."
Gu Mingzhang himself is also the president of Maili Group. He also has great experience in how to manage core suppliers, so he can explain everything in detail.
I couldn't agree more with the big boss's proposal.
I also admire the big boss’s foresight.
"Second point."
Zhang Shuo smiled and then raised his second finger, "It's time for Mango Group to consider planning and building a third super factory and continue to increase production capacity."
This is easy to understand.
With the unprecedented success of Mango m2 and Mango s1, the new energy vehicle market has been detonated in advance. I believe that before long, countless capital will end up.
In this case, the development of Mango Group needs to be advanced.
Exploding production capacity is one of the necessary means.
It cannot be like Teshila in the original space and time. After realizing that the production capacity was insufficient, he still talked with the Magic City for a year or two before finally finalizing the Magic City Super Factory.
If Mango Auto really wants to follow suit, then the day lilies will be cold.
"The third Gigafactory can be considered to be located in the central region to mainly supply the domestic market. The future Magic City Gigafactory and Binhai Gigafactory can be used to supply overseas markets."
Mango Auto's expansion into overseas markets is exactly what the title says.
nowadays.
Whether it is technical reserves, production capacity, or the quality of the product itself, Mango Automobile is enough to compete with Tessylla, and even surpass Tessylla in some fields.
Under such circumstances, it makes no sense for Mango Auto to limit its operations to the Chinese market.
Instead, we should follow the example of Maili Mobile Phone. After achieving great success in the Chinese market, our next goal should be to target the vast overseas market.
Only by establishing a foothold in overseas markets as soon as possible can Mango Motors truly compete head-on with Tesla in terms of brand influence and recognition.
Instead of letting Teshila be more beautiful than before!
Just like the original time and space, BYAT's new energy vehicles are clearly enough to compete with Tesla in terms of cost performance, appearance, hardware, etc., but they are unable to win the trust of high-end consumers.
This is the gap in brand awareness.
Speaking of this, Zhang Shuo also took advantage of the trend to make a third request, "Mango Group needs to establish an overseas marketing department as soon as possible, and with the assistance of the group's overseas business department, complete the research and development of overseas markets as soon as possible."
"clear!"
Gu Mingzhang himself has experience in operating Maili Mobile Phone overseas, so he seems confident.
"With this third super factory, it is estimated that various places will make a fortune again." Lu Kai added with a smile.
Before.
Before the establishment of the Mango Binhai Super Factory, Jiangxia, Luzhou, Jianye and other places had fought for it.
I definitely won’t let it go now.
"Then it depends on who is more sincere."
This kind of thing does not require Zhang Shuo to handle it personally. Gu Mingzhang and even Tang Xiang, the president of Mango Group, can easily handle it and strive to maximize profits while meeting the needs of Mango Group.
"Is there any latest progress in the negotiations with Dongzhi?"
Zhang Shuo looked at Gu Mingzhang again.
"some."
Gu Mingzhang smiled and nodded, "After the Vision Fund joined, Dongzhi, who was facing huge internal and external pressure, has a very positive attitude. At present, the negotiations between the two parties have entered the stage of detailed consultation."
"Including the purchase price, technical catalog, follow-up arrangements for Dongzhi flash memory, etc."
For this acquisition, Lin Zhengdong, the president of Daosui Group, flew to Japan every two days and formed the most luxurious acquisition team in the world.
Including hiring a third-party audit agency to conduct a comprehensive inventory of the assets of Dongzhi flash memory chips.
It's definitely a big project.
"If everything goes well, a formal acquisition agreement will be signed next month." Gu Mingzhang added with a smile.
"very good!"
Zhang Shuo was also very satisfied.
It’s no wonder that he is so concerned about the progress of the negotiations. In addition to the fact that the acquisition itself is very important to Germination, it is also a test for Zhang Shuo to join forces with the Dream Fund and the Vision Fund.
If the results are good, Zhang Shuo will also plan to make larger overseas acquisitions in the next step.
The kind that will definitely shock the world!
"By the way, Chairman..."
Speaking of Daosui Group, Gu Mingzhang also took the initiative to mention another matter, "Just last week, Tai Mechanical and Electrical approached Daosui Group and hoped to sign an OEM contract for Zhulong Z3 chips with Daosui Group as soon as possible."
"Is Tai Machinery in a hurry?"
Zhang Shuo is very aware of the twists and turns involved.
Just last week, just like the original time and space, Samsung Wafer won the favor of the two giants Pingguo and Gaotong by taking the lead in achieving mass production of 14nm chips.
Not only did Samsung Wafer receive 80% of the orders for the Pingguo A9 processor, it also received a large number of orders from Gaotong.
All of a sudden, Samsung Wafer made a lot of money.
There is also a hint of overtaking Thai Electromechanical in a corner to become the world's largest wafer foundry.
Everyone knows the Korean people’s self-confidence!
In the past week, Korean media have repeatedly reported that Korean people are extremely active on global social platforms such as washbasin.com, and they wish the whole world knew about this.
It can be said that the atmosphere is set off very well.
Under such circumstances, Tai Electromechanical, which has only broken through the 16-nanometer advanced process and has not even achieved mass production, is naturally anxious in the face of the "sudden rise" of Samsung wafers.
This is the current situation.
In a short period of time, Tai Mechanical and Electrical wants to snatch back the two major customers of Pingguo and Gaotong from Samsung Wafer, but that is naturally impossible. After all, they have already signed formal OEM contracts.
What Tai Electromechanical can do now is to hope to stabilize Daosui Group, a major customer.
If Daosui Group has handed over the Zhulong Z3 chip to Samsung wafer foundry, then the difficulties that Tai Electromechanical will face are absolutely unprecedented.
In a sense, it is even related to the life and death of Tai Electromechanical.
It's understandable that I'm anxious.
"I'm anxious." Gu Mingzhang smiled and nodded.
For this reason, Tai Electromechanical, which has always been a bit arrogant, was shameless this time and directly sent consultant Jiang Yi to personally visit the headquarters of Daosui Group.
I just hope that I can sign a contract with Daosui Group as soon as possible.
It is said that Jiang Yi even went to Luzhou to meet in private with Liang Song, executive vice president of Daosui Group and general manager of Weijing Semiconductor, saying it was to reminisce about old times. Anyone with a discerning eye could see what the real purpose was.
On the other hand, look at Daosui Group.
President Lin Zhengdong, who is busy acquiring Dongzhi's flash memory business, has rarely hesitated. Should he sign a contract with Tai Electromechanical, or should he follow the example of Pingguo and Gaotong and turn to Samsung Wafer?
After all, judging from the existing data, 14nm chips are more advanced than 16nm chips, right?
What is the strength of Samsung Wafer?
Now that it has been announced that 14nm chips have been mass-produced, it must be genuine.
It is unlikely to be a parallel import like Yuntel.
Not to mention, the technical research on Samsung's 14-nanometer advanced process was first led by Liang Song, who is now the executive vice president of Daosui Group.
Liang Song also proved his talents through research on the 28nm advanced process.
This relationship is messed up!
It was not only Lin Zhengdong of Daosui Group who hesitated, but also Gu Mingzhang.
Although Daosui Group is a customer of Tai Electromechanical, Maili Group, chaired by Gu Mingzhang, is the ultimate customer of the Zhulong z3 chip, and is directly related to the success or failure of Maili x4.
Not to mention anything else, just in terms of publicity, Pingguo, Samsung, including mobile phone manufacturers that use Gaotong chips, can all announce to the outside world that they use the world's most advanced 14-nanometer chips.
Maili mobile phones can only reluctantly use 16 nanometer chips.
This is already a bit lower.
More importantly, if the 14nm chip is indeed ahead of the 16nm chip in terms of performance, then it will also have an impact on the high-end image that Maili mobile phones have always cultivated.
“How come high-end mobile phones don’t even have the most advanced chips?”
Consumers will inevitably have this question.
Because the stakes were so important, Gu Mingzhang did not make a decision directly. Instead, he held a meeting to listen to the big boss's opinion.
This chapter is not over yet, please click on the next page to continue reading! Because based on past experience, big bosses often have a more thorough understanding of such critical decisions.
It's like you can predict the future.
"More advanced technology does not mean more advanced chip performance. In this regard, I think we should listen more to Liang Song's professional opinions."
Zhang Shuo reminded with a smile, but did not draw a direct conclusion.
The difference between 16 nanometer and 14 nanometer is just the choice of evolutionary route.
There is no obvious generation difference between them.
Just like the original time and space, after the 14-nanometer advanced process, whether it is Samsung, Yutel, or Taimei Electric, they all chose the 10-nanometer advanced process without exception.
"Liang Song has also asked about it."
Lin Zhengdong immediately consulted Liang Song for his professional advice.
"Liang Song indeed mentioned that Samsung's wafer selection from the 28nm advanced process to the 14nm advanced process is a risk in itself."
In addition, Liang Song left midway, which was an even greater blow to Samsung Wafer.
"Theoretically, Samsung wafer's 14nm advanced process may indeed have some problems, such as low yield. But after all, it is just a guess, and Liang Song cannot draw a direct conclusion."
Liang Song was very cautious in this matter.
Including that although Jiang Yi went to Luzhou to meet Liang Song, Liang Song was really just reminiscing about old times. Even because of Jiang Yi's appearance, Liang Song was even more unwilling to get involved.
Adhere to the principle of neutrality.
The implication is that Zhang Shuo has to make this decision.
"Then choose Tai Machinery and Electric."
Zhang Shuo stopped hiding things and gave his final answer, which was also the correct answer.
"In terms of wafer foundry, I still believe more in the technical level of Tai Electromechanical. As for Samsung wafers, not to mention other things, the low yield rate alone is the biggest flaw."
"Samsung Wafer has already received orders from Pingguo and Gaotong. Can it still complete our orders as scheduled?"
Not to mention talking about it.
The relationship between Sprout and Samsung has always been very unfriendly.
Even in business terms, Samsung Wafer is probably willing to take orders from Daosui Group and then completely defeat a competitor like Tai Electromechanical, but it is not safe after all.
If Samsung takes the opportunity to do something, it will directly affect the production of Maili x4.
Never be careless!
"Compared with the little bit of possible performance improvement, I think we still require stability. After all, with the current brand influence of Maili mobile phones, I believe that consumers will not say that just because of this little difference in the chip , and gave up buying Maili mobile phones." Zhang Shuo added with a smile.
After he gave the correct answer, he had to forcefully add an explanation.
Otherwise it doesn’t make sense!
In the original time and space, even if Pingguo mobile phones have long-term problems such as easy heating, short battery life, and poor camera pixels, won't they affect the favor of consumers around the world?
The principle is the same.
Today, Maili mobile phones should also have such confidence.
"That's the truth."
Gu Mingzhang was convinced and approved the big boss's judgment.
"But..." Zhang Shuo added, smiling and saying: "If you choose Tai Electromechanical, you must choose Tai Electromechanical. This time we finally caught up with Tai Electromechanical to ask us, but we can't agree so easily."
No matter what, I should take the opportunity to bite off a piece of meat from Tai Electromechanical.
"clear!"
Gu Mingzhang is so shrewd, and he naturally understands everything.